The Swiss Life Investment Foundation is a foundation established by Swiss Life. The purpose of the investment foundation is the collective investment and management of pension assets for our third-party clients.
Tax-exempt Swiss employee benefits institutions may become affiliated with the investment foundation. Primary among these are autonomous and semi-autonomous pension funds, but also collective foundations that manage the savings process and risk insurance separately. The latter are especially suitable for smaller and medium-sized companies that want to outsource their employee benefits completely.
Board of Trustees
The board of trustees is appointed by the investors in a meeting and is largely composed of investor representatives.
Supervisory authority
Our Investment Foundation is subject to supervision by the Supervisory Commission for occupational pensions (OAK BV).
Auditor
The auditor is PricewaterhouseCoopers AG.
Legal
- Articles of Association and Foundation Regulations
- Investment Guidelines
- Investor declaration
- Prospectus for the investment group Real Estate Switzerland (German)
- Prospectus for the investment group Real Estate Switzerland Retirement and Healthcare
- Prospectus for the investment group Commercial Real Estate Switzerland (German)
- Prospectus for the investment group Real Estate Funds Switzerland (German)
- Prospectus for the investment group Real Estate Europe Industry and Logistics (CHF)
- Capital commitments contract for the investment group Real Estate Europe Industry and Logistics (CHF)
- Prospectus for the investment group Real Estate Europe Industry and Logistics (EUR)
- Capital commitments contract for the investment group Real Estate Europe Industry and Logistics (EUR)
- Prospectus for the investment group Infrastructure Global (CHF hedged)
- Prospectus for the investment group Infrastructure Global (EUR)
- Prospectus for the Senior Secured Loans (CHF hedged) investment group
- Fee and cost regulations
- Rules for stock exchange holidays
- Stock exchange holidays 2021
Partners
The investment foundation works with the following partners:
- Swiss Life Asset Management Ltd – for the management of the investment groups.
- UBS Switzerland AG – as the custodian bank for the investment foundation.
- UBS Fund Management (Switzerland) AG – for accounting and the calculation of net asset values.